Pallone Financial Services is an independent financial planning firm established in 1996.
We offer a wide array of investment brokerage services and focus on working with individuals and small business owners to develop comprehensive financial plans and present solutions for managing wealth. As an Independent Broker of insurance and investment products we don’t represent just one company, we search the market for products that fit your personal situation. We will analyze your current financial position, identify your needs, and develop a plan that fits your individual situation regarding your Investments, Life Insurance,College Funding and Retirement Planning.
Newsletters
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.